March 25, 2016

Prior Tiburon CEO Summit Award Recipients Rob Arnott & Don Phillips to Participate in Tiburon CEO Summit XXX

Tiburon is pleased to welcome back two prior Tiburon CEO Summit Award recipients to Tiburon CEO Summit XXX. Rob Arnott (Chairman, Research Affiliates, & Tiburon CEO Summit XXI Award Winner) and Don Phillips (Managing Director, Morningstar, & Tiburon CEO Summit XIX Award Winner) will both be in attendance. We will hear from Mr. Arnott in a one-on-one chat Tuesday afternoon, and from Mr. Phillips in a one-on-one chat Wednesday morning. We look forward to learning from these two industry leaders!

Rob Arnott is Chairman of Research Affiliates. Mr. Arnott founded Research Affiliates in 2002 as a research-intensive asset management firm that focuses on innovative products. The firm explores novel approaches to active asset allocation, optimal portfolio construction, efficient forms of indexation, and other quantitative strategies. Research Affiliates delivers investment solutions globally in partnership with leading financial institutions. He is also portfolio manager on the PIMCO All Asset and All Asset All Authority family of funds and a suite of PIMCO products based on the Fundamental Index approach.

Don Phillips is a Managing Director at Morningstar. Previously Mr. Phillips oversaw the firm’s global fund, equity, & credit research. He has also served on the company’s board of directors since 1999. Mr. Phillips joined Morningstar in 1986 as the company’s first mutual fund analyst and soon became editor of its flagship publication, Morningstar Mutual Funds, establishing the editorial voice for which the company is best known. Mr. Phillips helped to develop the Morningstar Style Box, the Morningstar Rating, and other distinctive proprietary Morningstar innovations that have become industry standards.

If you are an executive-level Tiburon client and would like to participate in Tiburon CEO Summit XXX, please contact Tiburon's Managing Partner Chip Roame. If you are not yet a client and interested, please contact Sarah Sage.

Tiburon CEO Summit Highlights

Tiburon is pleased to share an excerpt of Tiburon CEO Summit highlights. Please click on the link to watch this short video and learn more about Tiburon CEO Summits from attendees' perspectives.

This Week's Future of Wealth Management Research Call

For those that had to miss this week's popular Future of Wealth Management call led by Tiburon Managing Partner Chip Roame, you can access the recording on our web site. Just click the following link and enter your Tiburon client log-in credentials for automatic playback of the call.

Please email SSage@TiburonAdvisors.Com if you need your log-in credentials, or you would like to become a Tiburon client and obtain access.

Recent Tiburon Research Calls

Tiburon research subscribers have access to live research calls led twice a month by Tiburon Managing Partner Chip Roame. To listen to recent calls, click the link below for your topic of interest, and enter your Tiburon log-in credentials for automatic playback:

Please email SSage@TiburonAdvisors.Com if you need your log-in credentials, or you would like to become a Tiburon research subscriber and obtain access.

Socially Responsible Investing & Impact Investing:

Doing Well by Doing Good

Tiburon Strategic Advisors has further refined its research on Socially Responsible Investing & Impact Investing. The purpose of this research is to provide readers with an understanding of two rapidly growing areas of investing, including socially responsible investing & impact investing. This research is part of Tiburon's wealth management series that includes other trending areas, including financial planning, college savings, tax conscious investing, islamic finance, estate planning, reverse mortgages, & life settlements. Due to the recentness of these trends, this research begins with a definition of the two terms, followed by an analysis of the success of the traditional positive social change methods (including government aid and charitable contributions) as well as the entrance of financial services firms (including retail banks, investment management firms, venture capital firms, & technology entrepreneurs). This research addresses the four historical phases of socially responsible investing & impact investing, defines a variety of screens & investable areas, and makes several future predictions for the socially responsible investing & impact investing market.


A Leading Wealth Management Technology & Investment Management Platform

Tiburon Strategic Advisors is pleased to highlight its Financial Institutions Profiles Series research on Envestnet. Envestnet was founded by Jud Bergman, Jim Lumberg, & Brandon Thomas in 1999. The firm is based in Chicago, IL. Envestnet has ten offices, 850 employees, 1,500 institutional clients, 40,237 financial advisor clients, 2.9 million accounts, $713.4 billion assets under administration & management, $348.7 million gross revenues, $80.3 million gross profits, $21.0 million earnings before taxes interest, taxes, depreciation, & amortization, $38.6 million adjusted EBITDA, $11.4 million operating income, $22.0 million adjusted operating income, $10.6 million pre-tax income, $14.0 million net profits, & $10.4 million adjusted net profits. The company is led by its CEO Jud Bergman, President Bill Crager, & Chief Operating Officer John Mayer. Envestnet is a public company trading on the New York Stock Exchange under the symbol ENV.

Missed Last Week's Release?

  • 215 Industry Leaders to Attend Tiburon CEO Summit XXX
  • Tiburon CEO Summit Highlights
  • Research Call Next Week: The Future of Wealth Management
  • Recent Tiburon Research Calls
  • Online Advice
  • Edelman Financial Services

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